分组1 - Earnings season is ongoing, with notable reports expected from companies like Netflix, Intel, and Capital One Financial [1] - Homebuilders have disappointed so far, but signs of recovery are emerging in the housing sector [1] - 3M has been performing well and is favored ahead of its earnings report [1] - Netflix's potential acquisition of Warner Bros. Discovery is a key point of interest [1] - United Airlines is recommended for purchase due to the ongoing relevance of post-Covid travel [1] 分组2 - Johnson & Johnson is transitioning to a pharmaceutical focus, despite ongoing talc-related lawsuits [2] - Charles Schwab is benefiting from wealth transfer trends from older to younger generations [2] 分组3 - The PCE price index is anticipated to show restrained inflation numbers [3] - Procter & Gamble is not expected to report an outstanding quarter, but its brands and new CEO are viewed positively [3] - GE Aerospace is expected to report strong results due to a significant backlog of aircraft orders [3] - Freeport-McMoRan is likely to benefit from high copper and gold prices [3] - Intel's stock has performed well, but earnings may not meet expectations due to competition in the semiconductor industry [3] - Capital One is expected to discuss its acquisition of Discovery and a large buyback [3] - Intuitive Surgical may deliver a surprising earnings report [3] - McCormick faces uncertainty regarding its upcoming quarter [3] 分组4 - SLB's upcoming quarterly report may be challenged by low crude oil prices [4]

Key Takeaways The 2025 Q4 earnings season is in full swing. The big banks kicked off the party this week. Next week, watch for NFLX, JNJ, and INTC. The 2025 Q4 earnings season is in full swing, with results from the big banks this week kicking the period into a much higher gear. Another period of positivity is expected, supported by a favorable earnings estimate revisions trend for the S&P 500.And concerning next week’s docket, several reports, including those from Netflix (NFLX) , Intel (INTC) , and Johnso ...

Core Insights - OpenAI is aggressively expanding its partnerships with chipmakers to secure processing power for its AI technology, with a recent $10 billion deal with Cerebras marking a significant step in this direction [2][17] - The company has committed over $1.4 trillion to infrastructure deals with major players like Nvidia, AMD, and Broadcom, aiming for a $500 billion private market valuation [3] - Nvidia remains a key partner, having invested $100 billion to support OpenAI's infrastructure, which includes a project to deploy 10 gigawatts of Nvidia systems [5][6] Nvidia - OpenAI has relied on Nvidia's GPUs since its inception, and the partnership has deepened with Nvidia's commitment of $100 billion to support OpenAI's infrastructure [4][5] - The first phase of the Nvidia project is expected to come online in the second half of the year, although there are uncertainties regarding the progression of the agreement [7] - Nvidia's investment will be deployed upon the completion of the first gigawatt of power [8] AMD - OpenAI plans to deploy six gigawatts of AMD's GPUs over multiple years, with AMD issuing a warrant for up to 160 million shares, potentially giving OpenAI a 10% stake in AMD [10] - The first gigawatt of AMD chips is expected to roll out in the second half of 2026, with the deal valued in the billions [11] Broadcom - OpenAI and Broadcom have agreed to deploy 10 gigawatts of custom AI accelerators, with the project expected to be completed by the end of 2029 [14] - Broadcom's CEO has indicated that significant revenue from this partnership is not anticipated in 2026, framing it as a long-term collaboration [15] Cerebras - OpenAI's recent agreement with Cerebras involves deploying 750 megawatts of AI chips, with the deal valued at over $10 billion [16][17] - Cerebras' chips are designed to deliver responses up to 15 times faster than traditional GPU systems, positioning the company for potential public market entry [17] Potential Partners - OpenAI has signed a $38 billion cloud deal with Amazon Web Services, which includes plans for additional infrastructure development [20] - Discussions are ongoing for Amazon to potentially invest over $10 billion in OpenAI, although no official decisions have been made [21] - Google Cloud provides computing capacity to OpenAI, but OpenAI has no plans to utilize Google's in-house chips [22] - Intel, which has lagged in AI chip development, is working on a new data center GPU designed for AI workloads, with customer sampling expected in late 2026 [24]

Join the traders at BAD BEAT Investing! It is TIME. TRY BAD BEAT for 55% off the trial price, $199 marked down to $87. Why join?Intel Corporation ( INTC ) is a stock we last covered with a rare Strong Buy rating for the public site in April of 2025. Our highest conviction ideas that you can consider strong buys areThe Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known ...

Join the traders at BAD BEAT Investing! It is TIME. TRY BAD BEAT for 55% off the trial price, $199 marked down to $87. Why join?Intel Corporation ( INTC ) is a stock we last covered with a rare Strong Buy rating for the public site in April of 2025. Our highest conviction ideas that you can consider strong buys areThe Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known ...

Key Takeaways Intel is set to report Q4 results, with a sales estimate of $13.37B and EPS of 8 cents.New AI chips and foundry buzz may boost Q4 despite margin pressures and China risks.INTC gained 124.8% in a year, outperforming NVDA and AMD, but faces rising global competition.Intel Corporation (INTC) is scheduled to report fourth-quarter 2025 earnings after the closing bell on Jan. 22. The Zacks Consensus Estimate for sales and earnings is pegged at $13.37 billion and 8 cents per share, respectively. Over ...

Wall Street analysts forecast that Intel (INTC) will report quarterly earnings of $0.08 per share in its upcoming release, pointing to a year-over-year decline of 38.5%. It is anticipated that revenues will amount to $13.37 billion, exhibiting a decrease of 6.2% compared to the year-ago quarter.Over the last 30 days, there has been a downward revision of 13.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of thei ...

Unbelievable. Who would have thought that the stock of Intel Corporation ( INTC ) could have delivered in excess of 140% over the past year, as I pen this update. EvenJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P ...

(Bloomberg) — Intel Corp.’s (INTC) dramatic rally to start the year shows investors are increasingly optimistic about the chipmaker gaining new foundry customers, putting it back into the artificial intelligence trade it appeared to abandon in 2024. The stock is up 31% to start 2026, the third-best performance in the S&P 500 Index. After an 84% rally in 2025, the shares are near their highest level in two years, recovering from a 60% drop in 2024 when Intel appeared to be falling behind its rivals who wer ...

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